SoFi · 1 month ago
Associate Manager, Protect
SoFi is a next-generation financial services company and national bank that is transforming personal finance. The Associate Manager, Protect will lead a team of licensed agents in delivering exceptional service and driving sales in personal lines insurance, including Home, Auto, and Life Insurance.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
Provide leadership and coaching for our team of sales agents, fostering a collaborative and high-performance culture
Develop and implement strategies to achieve agency goals for sales
Coach and assist agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needs
Oversee the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers
Identify cross-sell opportunities and help close any coverage gaps
Qualification
Required
5+ years of experience selling Property & Casualty Insurance
Proven experience managing a team
Has strengths in hiring, coaching, performance management, and team member development
Effectively manages time and resources within team, department and cross functionally
Must have valid state active licenses in Property & Casualty or Personal Lines insurance
Excellent written and verbal communication skills
Ability to multitask and stay organized to meet deadlines on time
Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving
Preferred
Independent agency experience working with broad range of insurance carriers
Servicing experience
Life insurance experience
Benefits
Comprehensive and competitive benefits
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
H1B Sponsorship
SoFi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (213)
2024 (117)
2023 (131)
2022 (118)
2021 (81)
2020 (42)
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Recent News
The Motley Fool
2026-01-17
Business Wire
2026-01-16
The Motley Fool
2026-01-16
Company data provided by crunchbase